Top 10 Phone Systems for Insurance Agencies

What are Phone Systems for Insurance Agencies?

Are traditional landlines holding your insurance agency back? It’s time to upgrade to a smarter, more efficient communication system! Modern phone solutions like VoIP (Voice over Internet Protocol) are redefining how insurance agencies connect with clients—offering streamlined operations, cost savings and an exceptional client experience.

But how does a VoIP phone system for insurance agencies work?

VoIP systems enable insurance professionals to make and receive calls over the Internet, replacing outdated phone lines. With features like call routing, voicemail-to-text, and CRM integration, call center agents can efficiently handle client inquiries, manage claims, and update policies from anywhere in real-time.

For agencies needing advanced capabilities, VoIP offers tools like auto-attendants and call forwarding, ensuring every call—whether about a claim or a new policy—is promptly managed.

Why Are Phone Systems For Insurance Agents Needed?

A robust phone system for insurance agencies streamlines communication, reduces costs, and enhances customer satisfaction. Tools like an auto dialer for insurance agents or a fully equipped call center for insurance agencies allow for faster response times and improved client retention.

Why You Need Phone Systems for Insurance Agencies?

In today’s fast-paced and competitive world even for the Insurance industry, effective communication is the backbone of building client trust and delivering excellent customer service. In today’s fast-paced, customer-driven landscape, relying solely on traditional landlines just won’t cut it. Businesses need more dynamic solutions to keep up with the demands of their customers! Modern phone systems for insurance agencies, like VoIP, offer a range of features that cater specifically to the needs of insurance professionals. Here’s why they are essential:

Enhanced Client Communication

Claims, policy updates, and renewal inquiries are very often time-sensitive. A good phone system can help route calls to the right person with less delay and, thus, maximizing customer satisfaction.

Increased Flexibility & Mobility

With VoIP phone systems, insurance agents can connect to clients at any time, at any place. This is extremely important for field agents and for remote teams that need direct access to calls, voicemails, and client information.

Cost Effectiveness

Traditional phone lines may be expensive to operate and maintain when the agency has high volumes of calls. VoIP brings down the communication costs, making it an efficient option for insurance businesses of any size.

Enhanced Customer Experience

Features such as auto-attendants, call forwarding, and voicemail-to-text conversion help an insurance agency respond faster and more effectively to the needs of its clients ensuring higher client satisfaction and retention.

Scalability for Growth

The modern phone system is easy to scale, so one can add more lines, features, or integrations without overhauling the entire setup.

Integration with Business Tools

Integrating CRM software and other business applications streamlines phone systems operations making it easier to access real-time information for client-personalized service.

Data and Analytics to Help Take Better Decisions

Phone systems with call tracking and analytics give insight into communication data. This gives agencies a basis to adjust areas where calls may not have been optimized as much to make them more efficient with their communication methods.

Future-Proof Your Agency

Client expectations will always increase with technology evolution. Modern phone systems ensure that one’s company is ahead of the curve and offers seamless, professional communication to today’s customers.

Features to Look for in Phone Systems for Insurance Agencies

• Seamless Call Centre Management: Effortless management and processing of high volumes of client calls ensure every inquiry is attended quickly and professionally.

• Auto Attendants & Dialers: Fast answering and virtual receptionist, that will help forward incoming calls without delays.

• Automatic Call Distribution: Rout incoming calls smartly to respond promptly to clients by improving customer satisfaction.

• Texting: Provide customers through SMS with up-to-date information on claims or policy reminders with a personal touch with every communication.

• Voicemail-to-Text Conversion: Receive voicemails in text form to quickly read and respond, saving precious time on hectic workdays.

• Call Monitoring & Analytics: Monitor calls, measure the productivity of agents and gather insights/data to improve customer service strategies. 

• Call Forwarding: Never miss an important client, where calls can be easily diverted to another number, ensuring the agency is always reachable.

• IVR System (Interactive Voice Response): Use voice-guided menus to automate client interactions, allowing them to reach self-service options more easily.

• Reliable Voice Calls with HD Quality: To make sure that the conversation on crucial insurance matters is not lost in the transmission with no or minimal misunderstandings.

• Conference Calling & Team Collaboration Tools: Helps the team or clients to collaborate easily by making multi-participant calls reliable.

• CRM Integration: Can easily integrate the VoIP phone system with your CRM to maintain a unified view of client interactions and history.

• Real-Time Call Tracking: Monitor calls in real-time to stay informed about client needs and improve response strategies.

Top 10 Phone Systems for Insurance Agencies

1. Emitrr
2. Ooma Office
3. RingCentral
4. Nextiva
5. Grasshopper
6. Vonage
7. 8×8
8. Dialpad
9. GoTo Connect
10. CallHippo

1. Emitrr

What is Emitrr? 

Emitrr is one of the leading VoIP phone systems for small businesses and the top pick amongst many businesses. Why? Because Emitrr offers superior call quality, 99.99% uptime, robust features and security at a very affordable price. It also comes with additional advanced features like SMS, reputation & review management, scheduling, etc. These features when added to your business plan and flow will lead to a better workflow. Emitrr also offers exceptional customer service and boasts a solid 5-star rating given by customers on Capterra for the same. Find the detailed overview of Emitrr below:

Emitr Features 

• Call forwarding: Forward an incoming call to another extension or device.
• Users & extensions: Add, remove, assign, or edit extensions and determine the call-forwarding behavior of different users. 
• Call recording: Record phone calls for quality check and adherence purposes.
• Toll-free numbers: Let your customers call you for free.
• Call disposition: Label calls and add tags according to the call’s outcome.
• Pop-up call feature: Get to access call history and information about the caller during a live call to offer a customized experience.
• Custom IVR menu: Make your custom IVR menu with options for delete, edit, etc., as per your business need. 
• Missed call text: The missed calls get automatically triggered via a text SMS to the callers when it is unanswered.
• Mobile & Desktop app: Access your small business phone system on your desktop, mobile, laptop, etc. for greater flexibility.  Multi-location management: Manage and track the performance of your small business operations across multiple locations.
• Simultaneous & sequential calls: Decide whether the calls should go to your team in a sequence or simultaneously. CRM integration: Integrate with your existing CRM tool to access caller information faster.
• Set maximum caller wait time in queue: The time at which the callers are supposed to wait before the available member can attend to them.
• AI feature: Emitrr is also developing AI features, which will be useful for call communication improvement.
• Voicemail to text: This feature converts voice calls into text, saving the users some time.

Emitrr Pros

• Intuitive dashboard: Emitrr’s sleek and user-friendly interface makes navigating and managing the system effortless. 
• Reliable Uptime: Enjoy 99.99% uptime for uninterrupted calling and consistent service.  
• HD call quality: Communicate clearly with customers using superior audio quality. 
• Quick setup & training: Setting up and onboarding your team is fast and straightforward, letting you start immediately.  
• Seamless Integrations: Easily connect Emitrr with CRM, EHR and PMS tools for a unified workflow. 
• Affordable & flexible Price plans: Flexible pricing plans offer great value with features tailored to your needs. 
• Rich feature set: Beyond calling, Emitrr also includes texting, review management, and additional features to enhance client interactions. 

Emitrr Cons

• Additional VoIP features are in development and will be available soon to further enhance functionality!

Emitrr Pricing

• Emitrr provides one of the most cost-effective phone solutions for small businesses, with flexible pricing plans starting as low as $30 per month, offering exceptional value without compromising on features.

Emitrr Integrations 

• MailChimp
• Zapier
• Salesforce
• HubSpot
• Facebook
• HouseCall Pro

Emitrr Ratings

Emitrr has an overall customer rating of 4.8/5 on Capterra and 4.7/5 on G2.

Emitrr Support

• Live Chat: Connect instantly with our representatives through live chat on our website.
• Phone: Speak with our team at +1 (210) 941-4696.
• Email: Reach out to us at [email protected] for assistance.
• Knowledge Base: Explore our comprehensive library of articles and guides for quick solutions.
• FAQs/Forum: Find answers to common questions or engage with the Emitrr community.
• SMS: Send a message to connect with us directly via SMS.

Emitrr Reviews

“My overall experience with Emitrr is so far excellent – great responsive customer service and extremely helpful.”

“They have built a powerful, easy to use web interface. The onboarding of our staff and contacts was excellent 3 Any issues we have had were addressed immediately and professionally by Emitrr staff.”

Source: Captera 

2. Ooma Office

What is Ooma Office?

Ooma is also one of the top VoIP service providers for businesses, suitable for various industries. It allows companies to connect with their clients from anywhere at any time. The software is praised for its ease of use and setup, competitive international calling rates, and extensive features.

Ooma Office Features 

• Ring groups: Ensure no calls go unanswered by ringing multiple devices simultaneously.
• Mobile & Desktop apps: Access your phone service on both mobile and desktop for enhanced flexibility. 
• Call recording: Record calls for quality assurance or compliance reviews.
• Company Directory: A digital phonebook with employee names and extensions for effortless call routing.
• Virtual Receptionist: Provide initial assistance and route callers to the appropriate person.
• Call Forwarding: Redirect calls to other active numbers as needed.
• Call Transfer: Seamlessly transfer calls directly or with an explanation to voicemail.
• Flexible Numbering: Assign user extensions within a range from 1000 to 9999.
• Call Logs: Access a detailed history of all incoming and outgoing calls.

Ooma Office Pros 

• Affordable International calling: Ooma charges a very minimal per-minute fee for outbound calls made outside of the U.S., Mexico, Canada, and Puerto Rico. 
• Easy Setup: The setup process is pretty easy and lets you get started with it very quickly. 
• Free Toll Number: Includes an 800 toll-free number to enhance accessibility.
• Additional features: Offers a variety of VoIP features to streamline communication for small businesses.

 Ooma Office Cons

• Extra Cost for Voicemail Transcription: Voicemail Transcription is available at an additional cost.
• Frequent outages: Users face frequent outages and disruptions impacting customer communication. 
• Complex features: Some features need help understanding and using them effectively.

Ooma Office Pricing 

Ooma offers three flexible pricing plans:

• Essentials: $19.95 per user/month
• Pro: $24.95 per user/month
• Pro Plus: $29.95 per user/month

Each plan has varying features, allowing businesses to select the best fit for their needs.

Ooma Office Integrations

• Intuit QuickBooks
• Salesforce
• HubSpot 
• Zoho

Ooma Office Ratings

Ooma has an overall customer rating of 4.5/5 on Capterra and 4.6/5 on G2.

Ooma Office Support

• Chat: Get instant help through Ooma’s live chat feature.
• FAQs: Browse through the Frequently Asked Questions for quick answers.
• Phone: Contact Ooma’s customer support directly by phone.
• Email: Reach out to Ooma’s support team via email for detailed assistance.

Ooma Office Reviews 

“Easy integration, setup and porting of numbers. We like the ease of use of the virtual receptionist and the new SMS and text messaging is great”

“Sometimes the call quality is horrible or just flat out unable to connect and it seems they have a lot of outages.”

Source: Capterra

3. RingCentral

What is RingCentral?

RingCentral is a well-known AI-powered VoIP phone system. It offers AI-powered calling features and other functionalities for small businesses. This phone system for insurance software is pretty easy to use, and it offers three pricing plans. RingCentral can be used across all industries, but at times, you might face a problem with the call quality. Here’s more about RingCentral.

RingCentral Features 

• IVR: Easy to create a custom IVR with a drag-and-drop feature to route calls to the appropriate department.
• Heads-up Display: View real-time status and availability of over 100 extensions.
• Visual Voicemail: Preview voicemail messages without listening to them.
• Caller ID: Identify callers before answering with detailed caller information.
• CRM Integrations: Integrate RingCentral with CRM tools or build your API for smoother workflows.
• Unlimited File Storage: Store unlimited call files and records for easy access when needed.

RingCentral Pros 

• Easy to Use: The simplicity of RingCentral makes communication with clients and vendors easy.
• Feature-Rich: RingCentral offers a wide range of features at different service levels to cater to the varied needs of businesses.
• Competitive Pricing: RingCentral offers good value for money with its pricing, given the wide range of features.

RingCentral Cons

• Customer Service Issues: Many users find it hard to get in touch with support or to get a quick resolution from account managers.
• Inconsistent Call Quality: The quality of calls can be inconsistent, which hampers customer interactions.
• Frequent Call Drops: Users frequently experience call drops, disrupting important conversations and potentially harming business operations.

RingCentral Pricing 

This phone system for insurance offers three pricing plans to suit different business needs:

• Core: $30 per user/month
• Advanced: $35 per user/month
• Ultra: $45 per user/month

Each plan provides varying levels of features, allowing businesses to choose the one that best aligns with their requirements.

RingCentral Integrations

• HubSpot
• Zendesk
• Google

RingCentral Ratings

RingCentral has an overall customer rating of 4.3/5 on Capterra and 4.5/5 on G2.

RingCentral Support

• Chat: Get instant help through RingCentral’s live chat feature.
• FAQs: Browse through the Frequently Asked Questions for quick answers.
• Phone: Contact customer support directly by phone.
• Email: Reach out to RingCentral’s support team via email for detailed assistance.

RingCentral Reviews

“Customer service is great. I am very glad I switched to Ring Central, not only do I get better service but for a better price.”

“The only complaint I have with this software is that sometimes when the phone calls come in, they don’t ring or even show up until you get a notification that you missed the phone call.”

Source: Capterra

4. Nextiva

What is Nextiva?

Nextiva is an AI-powered VOIP phone system for insurance designed specifically for small businesses.
It goes beyond basic calling by offering features like texting and review generation. Known for its good call quality and competitive pricing among its competitors.

Nextiva Features

• Smart Call Routing: Automatically routes the incoming call to the next available agent.
• Call Presence: Let you monitor the phone status of your team in real time.
• Conversational AI: Uses advanced AI and lets customers describe issues using natural language for easier conversation.
• Voicemail Notifications: Alerts whenever a voicemail is left for your business.
• AI Voicemail Transcription: AI summarizes the voicemail for quicker follow-up.
• Anonymous Call Rejection: Automatic blocking of calls coming from an unknown number to reduce unnecessary interruptions.

Nextiva Pros

• Competitive Pricing: Starting at $25 per user/month, Nextiva’s pricing is relatively affordable compared to other small business phone systems.
• Remote Calling App: The Nextiva app allows users to make and receive calls from anywhere, providing great flexibility.
• Good Call Quality: Customers appreciate the HD-quality calls Nextiva provides.

Nextiva Cons

• Dropped Calls & Audio Issues: Users often experience audio quality problems and dropped calls, which negatively affect the customer experience.
• Contract Binding: Nextiva requires a one-year contract, which can be inconvenient if you decide the service isn’t suitable for your business.
• Complex Interface: Some users find the platform difficult to navigate, citing its complex interface as a challenge.

Nextiva Pricing

This phone system for insurance offers the below pricing plans to suit different business needs:

• Digital: $25/user/pm, offering omnichannel digital sales, service, and social engagement for startups.
• Core: $36/user/pm, adding voice, SMS, video meetings, and AI voicemail transcription for small teams.
• Engage: $50/user/pm, with features like call center queuing, toll-free numbers, and advanced reporting for growing teams.
• Power Suite: $75/user/pm, offering full-suite features for enterprises.

Nextiva Integrations

• HubSpot
• Zoho
• Salesforce
• Workbooks
• Goldmine
• Act!

Nextiva Ratings

Nextiva has an overall customer rating of 4.6/5 on Capterra and 4.5/5 on G2.

Nextiva Support

• Chat: Get instant help through Nextiva’s live chat feature – Mon – Fri: 5 am – 6 pm MST Sat – Sun: 5 am – 4 pm MST
• FAQs: Browse through the Frequently Asked Questions for quick answers.
• Phone: Contact customer support directly by phone 24/7
• Email: Reach out to the support team via email for detailed assistance – [email protected]

Nextiva Reviews

The overall experience was wonderful. I had a great salesman and a great implementation specialist.

Service is spotty, Calls get dropped, Phones disconnect from service, Voice Packets get lost. Forever ongoing contract auto-renewals without notifications to the client.

Source: Capterra

5. Grasshopper

What is Grasshopper?

Grasshopper has a reliable, affordable VoIP service with a virtual number, which is perfect for small businesses. Grasshopper is famous for the quality of calls and does provide basic VoIP functionalities but lacks advanced analytics and integrations.

Grasshopper Features

• Call Transfer: There is an option to transfer live calls to another extension.
• Voicemail Transcription: Get voicemail summaries instead of listening to the full message.
• Instant Response: Automated text replies to missed calls.
• Extensions: Multiple extensions for different departments or team members.
• Simultaneous Call Handling: Park calls while serving other calls.
• Business Phone Numbers: Select or transfer numbers (local, toll-free, vanity).
• Custom Greetings: Record professional voicemails for incoming calls.

Grasshopper Pros

• Inexpensive: Pricing starts at $14 per month only.
• Quality Calls: Users claim the call quality is dependable and good.

Grasshopper Cons

• Limited Functionality: Basic VoIP functions and few integrations.
• Difficult to Set Up: The interface and workflow of setting up calls are difficult for users.

Grasshopper Pricing 

• With plans starting at just $14 a month, Grasshopper works with your budget.

Grasshopper Integrations

• Zapier
• Skype
• Google Voice

Grasshopper Rating

• This phone system for insurance has an overall customer rating of 4.0/5 on Capterra and 4.3/5 on G2.

Grasshopper Support

• Chat: Get instant help through Grasshopper’s live chat feature.
• FAQs: Browse through the Frequently Asked Questions for quick answers.
• Phone: Contact customer support directly by phone.
• Email: Reach out to the support team via email for detailed assistance.

Grasshopper Reviews

Easy setup and most importantly the customer support is awesome. 7 help and always very helpful.

Beyond the calling, texting, and call log there are almost no features. No analytics, unique features, and overall a boring application.

Source: Capterra

6. Vonage

What is Vonage?

Vonage is a flexible communication platform for small businesses, offering voice, SMS, and video capabilities with mobile integration and collaboration tools. This phone system for insurance provides easy setup, month-to-month contracts, and professional service. 

Vonage Features 

• Call Groups: Route calls to multiple extensions simultaneously.
• Visual Voicemail: Transcribe voicemails to text and email.
• Mobile App: Make or receive calls from anywhere.
• Virtual Receptionist: Automate call handling to offer seamless customer interaction.
• On-demand Call Recording: Record calls and share them from anywhere.
• Phone Number Porting: Keep your existing business number.

Vonage Pros 

• Customized Dashboard: Customize the user interface and add features with API.
• Customer Service: Quick, friendly support
• Easy-to-use Interface: Requires minimal training.

Vonage Cons

• Frequent Glitches: Problems such as a call drop and crashes often.
• Basic Features: Provides very few out-of-the-box features; it takes lots of effort to add more.
• Poor Call Quality: Intermittent and unreliable phone quality.

Vonage Pricing

Vonage offers three pricing tiers for small businesses:

• Mobile: $19.99/month per extension
• Premium: $29.99/month per extension
• Advanced: $39.99/month per extension

Vonage Integrations

Vonage offers an API that allows you to build the features you need; however, this could be a complicated process.

• Salesforce Sales Cloud
• LiveAgent
• Microsoft Outlook
• Pipeline CRM
• TenFold
• Bullhorn ATS & CRM
• VanillaSoft
• LoanPro

Vonage Rating

Vonage has an overall customer rating of 4.1/5 on Capterra and 4.3/5 on G2.

Vonage Support

• Chat: Get instant help through Vonage’s live chat feature.
• FAQs: Browse through the Frequently Asked Questions for quick answers.
• Phone: Contact customer support directly by phone  -844-365-9460.
• Email: Reach out to the support team via form for detailed assistance.

Vonage Reviews

It is very easy to use, great voice quality and for the price it is very good. For my business it is the best option.

We least like the price point and the long contracts that would auto renew without a notification and even on weekends/ holidays.

Source: Capterra

7. 8×8

What is 8×8?

8×8 is a unified all-in-one VoIP service for startups and small to mid-sized businesses to simplify and improve communication channels. Small businesses can also take advantage of 8×8’s unique features, such as overhead paging, 3-way calling, etc.

8×8 Features 

• Ring Groups: Multiple devices ring for unanswered calls.
• Call Queues: Show callers their position in the queue and when the call will be answered. 
• Call Forwarding & Transfer: Easily transfer calls to a live call to the most relevant person. 
• 3-Way Calling: Connect with two people simultaneously on a single call. 
• Call Monitoring: Monitor live calls for quality assurance.

 8×8 Pros

• Seamless Integrations: It works well with a bunch of CRM tools.
• Useful VoIP Features: 8×8 offers plenty of useful VoIP features that users really love for customer interaction. 
• Easy Setup: Setting up an 8×8 VoIP phone service is easy, and so is training for the same.

 8×8 Cons

• Customer Service: Poor customer support and a lot of times, you do not get prompt solutions to issues. 
• Technical Issues: Can have issues in logging into the software, and there are issues with call drops and quality, too. 

8×8 Pricing

• X2 Plan: Priced at $24 per user per month when paid annually, or $28 monthly. Ideal for growing businesses with larger teams.
• X4 Plan: Priced at $44 per user per month annually or $52 monthly, offering additional features for advanced needs.

8×8 Integrations

• Salesforce
• HubSpot
• Cresta
• ServiceNow
• Balto
• Okta
• Google

8×8 Rating

8×8 has an overall customer rating of 4.0/5 on Capterra and 4.2/5 on G2.

8×8 Support

• Chat: Get instant help through 8×8’s live chat feature.
• FAQs: Browse through the Frequently Asked Questions for quick answers.
• Phone: Contact customer support directly by phone  – 1-866-879-8647.
• Email: Reach out to the support team via form for detailed assistance.

8×8 Reviews

The seamless integration between the VOIP handsets and mobile app has been great. Call quality has always been clear.

The customer service is terrible. We were told that the issues we were having were with our phones and that they were too old.

Source: Capterra

8. Dialpad

What is Dialpad?

Dialpad is an AI-based telephone system for small businesses catering to different types of industries such as real estate, retail, etc. One can streamline communication with their customers through various features offered by Dialpad, such as voicemail drop, routing & online scheduling, and much more. Moreover, this phone system for insurance has competitive pricing.

Dialpad Features 

• Seamless Unlimited calling: Make unlimited calls with Dialpad’s business telephone service. 
• AI-Driven call & voicemail transcriptions: Use Dialpad’s AI to get call summaries, to get call notes, and much more. 
• HD voice quality : Interact with your small business customers in good quality audio with HD voice. 
• Multi-level auto attendant: Offer great customer service with multi-level auto attendant.
• Scalable Extensions: Add extensions and users as your small business grows with a small business phone system.
• Call forwarding: Forward an incoming call to another extension or device.
• Hold queues: Allows callers to be put into a virtual queue.
• Contact syncing: Sync your contacts’ information by integrating with the use of your existing CRM tools.

Dialpad Pros 

• Sleek and Intuitive User Interface: Dialpad has a very sleek design, and the dashboard is intuitive, so users can get a hang of this small business VoIP phone system pretty easily. 
• Comprehensive Calling Features: Users love the number of features Dialpad offers, including integrations with your favorite app, unlimited calls, call recordings, and more.
• AI-Powered Transcription: One feature that users of Dialpad truly appreciate is its AI integrations with features like an AI transcript that helps in taking notes during a call.

Dialpad Cons 

• Inconsistent call quality: Users have pointed out that the call quality on Dialpad could be more consistent. Sometimes, the software works great, but sometimes, the call quality is quite poor and gets fixed only after a reset.
• Call disconnects: Many Dialpad reviews indicate call disconnection very commonly on this application. This causes inconvenience to customers and a bad impression on them.

Dialpad Pricing

This phone systems for insurance offers three pricing plans to suit different business needs:

• Standard: $15 per user per month
• Pro: $25 per user per month
• Enterprise: Custom pricing (based on specific requirements)

Dialpad Integrations

• Salesforce
• Zendesk
• HubSpot
• Pipedrive
• Zoho

Dialpad Rating

Dialpad has an overall customer rating of 4.2/5 on Capterra and 4.4/5 on G2.

Dialpad Support

• Chat: Get instant help through Dialpad’s live chat feature.
• FAQs: Browse through the Frequently Asked Questions for quick answers.
• Phone: Contact customer support directly by phone  – (855) 342-5723.
• Email: Reach out to the support team via form for detailed assistance

Dialpad Reviews

Love being flexible with our team and allowing them to use their own devices with a virtual number that Dialpad offers. Having additional features like recording calls is nice too.

This is even more frustrating in cases where I’ve been waiting on hold for a long time, only to be connected, and for the other person to not be able to hear me.

Source: Capterra

9. GoTo Connect

What is GoTo Connect?

GoTo Connect is a comprehensive cloud-based communication platform with advanced features that enhance the efficiency of any business, including call routing, voicemail, call recording, video conferencing, and virtual receptionists. This phone system for insurance is user-friendly, and professional, and offers seamless remote work capabilities that allow teams to connect from anywhere. Beyond a phone system, This phone system for insurance offers the tools to help elevate the customer experience, making it perfect for businesses looking for a scalable and versatile solution to unified communication.

GoTo Connect Features

• Auto Attendant: Improve customer service with self-service IVR menus that assist callers to navigate efficiently.
• Ring Groups: Allows agents to receive calls either simultaneously or in a preferred sequence.
• Call Queues: Organizes calls with real-time metrics to ensure prompt response and management.
• Call Parking: Makes easy call transfer by parking them for other agents to retrieve.
• Voicemail-to-Email: Converts voicemails into text and sends them to your inbox for easy access.
• Call Recording: Ensures quality and compliance by recording calls automatically or on demand.
• Real-Time Analytics: Provides insightful data on queue metrics, agent availability, and call trends for informed decision-making.

GoTo Connect Pros

• 50-Country Unlimited Calling Area: Stay connected globally with unlimited calling to 50 countries, simplifying international communication for businesses.
• Core Channel Access: Enjoy a comprehensive communication suite that includes essential channels like voice, video, and messaging for seamless connectivity.
• Active Drawing Tools: Engage the participants with video meetings via the active drawing tools that may suit brainstorming and presentation activities.

GoTo Connect  Cons

• Limited Team Chat: Team chat lacks some features such as task allocation and calendar usage to boost productivity in teams.
• Video Meeting Limitation: Four participant limitation exists in the video meeting in the entry-level package, not so suitable for large teams.
• No Domestic-Only Calling Options: Businesses looking for unlimited calling plans that only apply to domestic usage may be limited by not having those options.

GoTo Connect Pricing 

• Basic Plan: $29 per user per month – Ideal for small teams
• Standard Plan: $39 per user per month – Designed for larger teams
• Add-Ons: Contact Center and Customer Engagement options with custom pricing 

GoTo Connect Integrations

• Salesforce
• Zendesk
• Slack
• Google

GoTo Connect Rating

GoTo Connect has an overall customer rating of 4.5/5 on Capterra and 4.4/5 on G2.

GoTo Connect Support

• Chat: Get instant help through GoTo Connect’s live chat feature.
• FAQs: Browse through the Frequently Asked Questions for quick answers.
• Phone: Contact customer support directly by phone 24/7 – +91 1800 269 9248.
• Email: Reach out to the support team via form for detailed assistance.

GoTo Connect Reviews

Really great mobile integration to make for a seamless transition from your work location to transit/home. This helps us stay connected, manage contacts and most importantly save money.

I have never been so dissatisfied with a company in my life. The customer service is the worse.

Source: Capterra

10. CallHippo

What is CallHippo?

CallHippo is a virtual phone system that is ideal for businesses of all sizes, providing flexible features such as call recording, multilingual IVR, and AI-powered analytics. This phone system for insurance allows internet-based calling and texting for convenient communication. This phone system for insurance intuitive interface and reliable customer support are two of the major strengths; however, some of its drawbacks include account cancellation and occasional lagging of the app during use.

 CallHippo Features

• Call Recordings: Record calls with ease to ensure quality and compliance tracking.
• Multilingual IVR: Provide first-level support in different languages, thus enriching the customer experience across various geographies.
• AI-Powered Analytics: Use smart reports with granular call data, such as notes, to optimize business communication.
• Click-to-Dial: Outbound calling is made easy with just a click, thus improving productivity.
• Custom Ring Time: Ring time can be customized according to the operational requirements for better call management.
• Call Blocking: Prevent spam and unwanted calls to ensure a professional workflow.
• Pause & Resume Recording: Offers flexibility to pause and resume the call recording.
• Conference Calling: Enables multi-party calling with a simple flow for collaborative conversations.

CallHippo Pros

• Ease of Use: Intuitive interface that avoids most of the on-boarding pains.
• Strong Customer Support: Fast turnaround times ensure a positive experience.
• AI Integration: Advanced AI integration including voice bots and sales agents
• Call Reports: Complete reports are much appreciated for decision-making.

CallHippo Cons

• Account Cancellation: Users struggle to cancel their accounts.
• Slow Performance Apps: Constant lags in apps can terminate calls and affect the smooth execution of customers.

CallHippo Pricing 

This phone system for insurance offers three pricing plans to suit different business needs:

• Starter: $18 per user/month
• Professional: $30 per user/month
• Ultimate: $42 per user/month

CallHippo Integrations

• Shopify
• HubSpot
• Zapier
• Zoho
• Google
• Outreach
• Intercom

CallHippo Rating

Call Hippo has an overall customer rating of 4.4/5 on Capterra and 4.4/5 on G2.

CallHippo Support

• Chat: Get instant help through Dialpad’s live chat feature.
• FAQs: Browse through the Frequently Asked Questions for quick answers.
• Email: Reach out to the support team via form for detailed assistance – [email protected]

CallHippo Reviews

Its reliability and ease of use make it an excellent tool for any organization looking to improve communication systems.

At times, I feel bad for the impatient responses that I have left CallHippo because I have had to wait for a full week to get back to them.

Source: Capterra

Why Emitrr is the Best Phone System for Insurance Agencies?

Emitrr is an excellent phone system for insurance agencies because it has an easy interface and smooth integration of calls and messages. The insurance agency can easily monitor all the communications with clients from one place, thus enhancing efficiency and also customer service. By lessening the learning curve, Emitrr ensures that agents have more time to give value to their support and build quality relationships with clients, which makes it a smart choice for agencies looking to streamline operations and enhance productivity. 

Emitrr stands out as the best choice for VoIP phone systems for insurance service software due to its robust features and affordability. Here’s why:

Advanced Call Management System

Emitrr offers an advanced call management system that allows insurance agency answering services to handle high call volumes smoothly. The system is designed for easy routing, ensuring that calls reach the right agent quickly, improving overall customer experience.

Manage Multiple Locations at the Same Time

With the ability to manage multiple locations simultaneously, Emitrr is perfect for insurance agents handling multiple offices or branches. This capability ensures seamless communication across various offices, making it a top choice for VoIP phone systems for insurance agents.

Affordable

Unlike many providers, Emitrr is affordable, making it ideal for agencies looking to implement a full-featured phone system for insurance without breaking the bank. Despite its low cost, it does not compromise on quality or features, making it a reliable option for agencies of all sizes.

User-Intuitive Dashboard

Emitrr provides a user-friendly interface that simplifies managing calls and messages. Insurance agents can easily monitor and track all communications through its dashboard, making it efficient phone systems for insurance agencies. This ease of use reduces the learning curve, allowing agents to focus on clients.

Automated Calls

Automation is a key feature of Emitrr. It allows answering services for insurance agents to send automated calls for reminders, updates, and follow-ups. This saves time and ensures that clients are always informed, without agents needing to make each call manually.

All-in-One Communication Platform

Emitrr is more than just a VoIP Phone System for Insurance systems—it’s an all-in-one platform that integrates voice, SMS, and email. This combination is vital for insurance agencies, offering multiple communication channels within a single platform. Whether it’s responding to inquiries or sending out policy updates, agents have all the tools at their fingertips.

Seamless Integration 

Emitrr’s Seamless Integration lets insurance agencies easily connect with over 1,000 business CRMs, ensuring all client data is accessible in one place. This streamlines operations by syncing customer interactions like calls, emails, and texts with existing systems, reducing manual work and improving accuracy. Insurance teams can manage claims and client communications effortlessly without switching between different platforms.

To learn more about VoIP check out this YouTube video:

Frequently Asked Questions

Conclusion

A VoIP system can be a game-changer for small businesses looking to improve communication. With advanced features like call routing, voicemail, and auto-attendants, it ensures every call is handled efficiently and professionally. Whether you opt for a VoIP, traditional, or cloud-based solution, these systems provide the tools needed to enhance customer service, reduce missed calls, and streamline operations which contribute to the growth and success of your business.
Book a demo today to learn more about VoIP phone systems for insurance services and find out how it can help your business grow.